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Create review preparation task two days before event

Create review preparation task two days before event

Your review bookings lack prep details, leaving folders incomplete before client calls. You get a prep task and channel alert so folders and specialists are assigned two days before meetings.

Create review preparation task two days before event

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Overview

Manual prep for review calls often leaves folders incomplete and specialists scrambling. This flow turns calendar events into a tracked task and Slack alert two days before each review, so operations staff can prepare folders and allocate specialists ahead of the meeting.

Create review preparation task two days before event